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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,589 | $148,629-38.4% | $135,982-32.6% | $139,487-34.3% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 17.18% | 79.33%-62.1pp | 68.32%-51.1pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,016 | $5,247-61.6% | $4,859-58.5% | $4,755-57.6% |
| Participant deferral / active EE | $3,612 | $8,102-55.4% | $7,760-53.5% | $6,713-46.2% |
| Admin fee / account holder | $342 | $12,406-97.2% | $10,767-96.8% | $11,407-97.0% |